Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edmond Church Jr is a financial advisor with Wells Fargo Clearing Services, LLC. James has been in the industry since 1991 and has a broad range of experience in financial services. James is licensed to provide securities and investment advisory services in Arizona, Arkansas, California, Colorado, Florida, Hawaii, Idaho, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, Oregon, South Carolina, South Dakota, Tennessee, Texas, Washington, and Wyoming. James is also licensed to provide investment advisory services in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/01/2010 - Present
Wells Fargo Clearing Services, LLC (BAKERSFIELD CA)
CA
06/01/2009 - 04/29/2010
MORGAN STANLEY SMITH BARNEY (BAKERSFIELD CA)
CA
09/03/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BAKERSFIELD CA)
NJ
10/03/1991 - 09/30/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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